Principal Financial Analyst

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Job Description Summary:

The Principal Financial Analyst role is a Revenue Operations position. In this role, you will be the owner of the revenue planning model and support several key business partners across Rocket. This includes working closely with other members of Revenue Operations, partnering with the SVP of Enterprise Sales and VP of Customer Success. You will be responsible for ensuring data flows seamlessly from the various systems connected to planning and reporting and managing access and rights. You will have a key role in decision making processes and helping to ensure we are prepared for the future. Other critical areas of focus for the group include M&A (assisting with both diligence and integration) and data reporting & analytics (leading the effort to get reporting out of excel and into new visualization tools). This is a key position in the Revenue Operations team, with lots of opportunity for growth and development.

Essential Duties and Responsibilities:

• Own and maintain the forecasting and planning systems on behalf of Revenue Operations.

• Take ownership of significant parts of the annual operating plan, quarterly forecasts and strategic planning processes including the planning, execution and reporting related to each..

• Develop a deep understanding of the business’ goals/objectives, to understand the root causes of variances and provide insightful, fact-based data analysis and scenario modeling to tell the story of the business.

• Proactively partner and engage with key leaders to drive improved insight into the business, by refining or developing new KPI’s or scorecards that drive organizational accountability and performance.

• Support your business partner with the finance cadence/rhythm of monthly reporting, rolling forecasts and the annual budgeting / planning cycle in alignment with Revenue Operations timelines by communicating required deliverables clearly and facilitating reviews with senior leaders in a timely manner.  

• Help drive innovation by actively seeking opportunities to simplify reporting and delivery methods to improve efficiency and effectiveness of finance activities through automation within the confines of available tools. When the right tools are not available, ensure the technology roadmap is updated to reflect desired future state.

• Provide financial modeling, financial analysis and valuation support for acquisitions, long-term contracts, and other ad-hoc financial projects.

• Expected to act as the lead on internal, cross functional projects from time-to-time.

• Act as a leader/mentor to junior staff which may include formal and informal training, direction or supervision.

Required Qualifications:

• Minimum of 7-10 years of Finance and/or Accounting experience.

• Minimum of 5 years of Financial Analysis experience including forecasting, planning and variance analysis.

• Expert level of Excel knowledge with the ability to use pivot tables, complex formulae and perform modeling.

• Experience with ERP, forecasting and planning, data visualization tools.

• Demonstrated ability to manage to tight deadlines and prioritize workloads with a high degree of accuracy and minimal supervision in a fast-paced environment.

• Demonstrated ability to work both strategically and at a detailed operational level.

• Ability to quickly grasp new ideas and organize complex information.

• Ability to explain concepts and processes to new team members. 

• Experience with moving from data gathering, through focused analysis, to clear, accurate and compelling story telling of key business drivers and business insights.

• Ability to provide executive-grade accurate financial data/information focused on driving business decisions.

• Curious, self-starter who consistently takes the initiative to address questions and build new processes/structures.

• Expert-level analytical and financial modeling skills

• Excellent presentation skills, both written and oral

Information Security:

Information security is everyone’s responsibility.  A fundamental principle of information security at Rocket Software is that all individuals in the organization have a responsibility for the security and protection of company information and IT Resources over which they have control, according to their role.

Diversity, Inclusion & Equity:

At Rocket we are committed to an inclusive workplace environment, where every Rocketeer can thrive by bringing their full selves to work. Being a Rocketeer means you are part of our movement to continually drive inclusivity, diversity and equity in our workforce.

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Annual salary range for this position is between $119,000.00 - $160,650.00 gross before taxes.

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What Rocket Software can offer you in USA:

• Unlimited Vacation Time as well as paid holidays and sick time
• Health and Wellness coverage options for Rocketeers and dependents
• Life and disability coverage
• Fidelity 401(k) and Roth Retirement Savings with matching contributions
• Monthly student debt benefit program
• Tuition Reimbursement and Certificate Reimbursement Program opportunities
• Leadership and skills training opportunities

EOE M/F/Vet/Disability.  Rocket Software Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Rocket Software Inc. is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Rocket is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities.  If you need special assistance or an accommodation while seeking employment, please call: 781-577-4321 or send an email to [email protected].  We will make a determination on your request for reasonable accommodation on a case-by-case basis.

As part of our commitment to a safe and trustworthy workplace, we include background and reference checks in our hiring process.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!